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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,487 | $55,902-92.0% | $76,030-94.1% | $80,959-94.5% |
| Participation rate | 42.5% | 62.1%-19.6pp | 69.1%-26.6pp | 67.7%-25.2pp |
| Annual return | 10.44% | 20.59%-10.2pp | 361.54%-351.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $433 | $1,867-76.8% | $2,688-83.9% | $2,757-84.3% |
| Participant deferral / active EE | $663 | $3,051-78.3% | $4,257-84.4% | $4,300-84.6% |
| Admin fee / account holder | $1,046 | $5,239-80.0% | $6,421-83.7% | $6,925-84.9% |